Introduction
Customizing PDFs in your forms allows you to tailor documents to meet specific needs and enhance the overall user experience. This guide will walk you through the steps to add customized PDFs in forms using BoloSign.
1. Click on "Customize Pdf"
2. Select a PDF in your system through the file upload menu
3. Click on "Continue"
4. Select the field you want to include in your pdf
5. Click on Edit Field, to customize the fields
6. Click on "Save" after making all the changes
7. The PDF template is updated successfully
FAQs
How do I add customized PDFs in BoloSign forms?
Click on "Customize PDF," upload your PDF, select and customize the fields, and then save the changes.Can I customize multiple PDFs at once?
Customizations are done one PDF at a time. Repeat the process for each PDF you want to customize.What types of fields can I include in the customized PDF?
You can include various fields such as text fields, signature fields, date fields, checkboxes, and more.Is it possible to edit the PDF after saving it?
Yes, you can go back and make further edits to the PDF template anytime.Will the customized fields be saved for future use?
Yes, once you save the customizations, the fields will be available for future use within that PDF template.Can I share the customized PDF with others?
Yes, you can share the customized PDF template with others by sending it for signatures or sharing it through the BoloSign platform.
Conclusion
Adding customized PDFs in forms using BoloSign enhances the flexibility and functionality of your documents. By following these steps, you can easily tailor PDFs to fit specific needs, ensuring a professional and user-friendly experience for all form recipients. This feature streamlines your workflow and makes document management more efficient with BoloSign.